MB2-713 Practice Test

1. You have a Dynamic CRM organization that has more than 700 active goals.
At the end of each year, your company reevaluates each goal.
You need to identify which value of the goals must be configured manually.
Which value should you identify?

Target

Actual

Rollup Query – Actual

In-Progress

Rollup Query – In Process

2. You create a personal view.
You need to ensure that both you and a coworker can use the view.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution

Email the Fetch xml file

Email a link from the Advanced Find ribbon.

Assign the view

Share the view

3. You need to create a goal that will show the previous seven days of activity.
Which two actions should you perform? Each correct answer presents part of the solution.

Set the Goal period as a Custom Period.

Add a filter

Close the goal after seven days.

Add a rollup query.

Add a roll-up field.

4. You have B Dynamics CRM organization that uses Microsoft Social Engagement
You need to analyze the sales pipeline and the Social sentiment to watch for social trends that affect
sales.
What should you do?

Configure a link to CRM in Microsoft Social Engagement, and then build an interactive dashboard

Confgure a link to CRM in Microsoft Social Engagement, and then build a personal view.

Build a dashboard that has a chart for the pipeline and a widget from Microsoft Social
Engagement.

Build a multi-stream dashboard that has a global filter.

5. You work for a company named » Fabrikam, Inc.
Fabrikam is acquired by a company named Contoso, Ltd. Both companies have different fiscal year
ends.
The sales team at Fabrikam will be required to use a new fiscal year end at the end of the current
quarter.
The Dynamics CRM administrator at Fabrikam updates the Fiscal Year Settings immediately.
You need to ensure that reports on if>.- goals use the Fabrikam year and until the end of the quartet
What should you do?